Creative Financial Planning Using Video

Published: Oct. 6, 2020, 4 a.m.

b'Colin Overweg, CFP\\xae, is the founder of financial planning firm Advize Wealth. Colin\\u2019s firm is unique, not because it\\u2019s primarily virtual or that he doesn\\u2019t have a traditional niche, which are traits a few other firms share. Colin uses video reviews of financial plans to help his clients.\\nIn this new episode of YAFPNW, Hannah and Colin talk about his use of video, what pushed him to start his own firm, and giving back to his alma mater.'